Go to main content

Description of the Template and Guide

During this meeting, teams review their strategic progress and establish targets for the next 90 days. Part retrospective, part working session, and part time-out, running a Quarterly Refresh makes sure your organization’s strategy stays present in everyone’s mind, up-to-date with changes in your environment, and relevant to everyday operations.

Use this meeting agenda template as a starting place when designing your Quarterly Refresh, and adapt the agenda to fit your team.

Get the Guidebook

22-page Facilitator's Guide with tips, step-by-step instructions, & resources

Related Blog Articles

See More Templates

  • A free meeting agenda template for providing business updates to investors and stakeholders. MS Word and online formats. Includes an 8-page detailed instruction guide.

  • A free meeting agenda template to help you run a successful peer mentor meeting. Includes a detailed instruction guide with step by step instructions.

  • A free meeting agenda template for running Board meetings with early-stage startups and investors. MS Word and online formats. Includes a 19-page detailed instruction guide.

  • If you like seeing others’ reactions through their facial expressions and body language, you’re not alone. When other people have their cameras off, maybe you feel less connected, more isolated, and anxious.